Insightly Review

CRM Software

Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.

Pros

✓Unique combination of CRM and project management in one tool
✓Good free plan for up to 2 users
✓Strong workflow automation on paid plans
✓Good fit for professional services businesses

Cons

✗Interface feels dated compared to modern CRM tools
✗Customer support can be slow on lower tiers
✗Mobile app is less polished than competitors

Best For

Growing businesses that need CRM and project management in one platform

Key Features

Contact and lead management, pipeline management, project management, workflow automation, email marketing, reporting, integrations

Pricing

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